Cedar Brook Financial Partners’s Bristol-Myers Squibb BMY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-11,250	Closed	-$610K	–	60
2024 Q1	$610K	Buy	11,250 +333	+3%	+$17K	0.12%	178
2023 Q4	$548K	Buy	10,917 +869	+9%	+$45.6K	0.12%	182
2023 Q3	$583K	Sell	10,048 -253	-2%	-$15.5K	0.15%	148
2023 Q2	$659K	Buy	10,301 +1,930	+23%	+$129K	0.16%	146
2023 Q1	$580K	Buy	8,371 +1,451	+21%	+$102K	0.15%	157
2022 Q4	$498K	Buy	6,920 +1,110	+19%	+$83.7K	0.14%	172
2022 Q3	$413K	Buy	5,810 +2,306	+66%	+$167K	0.13%	187
2022 Q2	$270K	Buy	3,504 +483	+16%	+$36.8K	0.08%	261
2022 Q1	$221K	Buy	+3,021	New	+$203K	0.06%	341
2021 Q3	–	Sell	-3,072	Closed	-$205K	–	353
2021 Q2	$205K	Sell	3,072 -126	-4%	-$8.22K	0.06%	351
2021 Q1	$202K	Sell	3,198 -926	-22%	-$57.6K	0.07%	304
2020 Q4	$256K	Sell	4,124 -929	-18%	-$57.1K	0.09%	247
2020 Q3	$305K	Buy	5,053 +166	+3%	+$9.99K	0.12%	198
2020 Q2	$287K	Buy	4,887 +799	+20%	+$47.8K	0.13%	196
2020 Q1	$228K	Sell	4,088 -543	-12%	-$33.2K	0.13%	205
2019 Q4	$297K	Buy	+4,631	New	+$265K	0.13%	207